Barnes Wealth Management Group

Specialties

Barnes Wealth Management Group is a fee-​based Financial Planning firm.

History

Established in 1986.

Started as a Financial Planning firm with Lutheran Brotherhood. In 2001, the firm became an independent Financial Planning firm as Barnes and Associates, later changing its name to Barnes Wealth Management Group

Meet the Business Owner

Steven B.

Business Owner

After several years in management, Steve started his career in the financial services industry with a Fortune 500 company in 1986. After completing the CFP Professional Education Program from The College for Financial Planning in Denver, CO, he earned the designation of CFP® (Certified Financial Planner professional) from the CFP Board of Standards followed by the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, PA. Steve is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners & Councils.

Steve is the founder of Barnes Wealth Management Group, a Financial Services and Wealth Management firm. He has a special interest in Estate Planning, Charitable Giving and Retirement Planning. Steve is frequently called upon by other professionals to share his expertise and knowledge. In addition, he has given seminars and taught courses in the areas of Estate Planning, Employee Benefits and Business Continuation.